Filed December 8, 2004 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $429,973 |
HILLCREST ASSET MANAGEMENT3+ years Service code 28 · EIN 26-0741657 | Investment Management | $425,108 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $388,969 |
Filed as: HOISINGTON INVESTMENT MANAGEMENT CO Service code 28 · EIN 74-2126765 | Investment Management | $358,177 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $311,760 |
Filed as: SALIENT CAPITAL ADVISORS Service code 28 · EIN 27-2587653 | Investment Management | $303,290 |
THE MITCHELL GROUP3+ years Service code 28 · EIN 76-0278678 | Investment Management | $290,133 |
HS MANAGEMENT PARTNERS, LLC3+ years Filed as: HS MANAGEMENT PARTNERS LLC Service code 28 · EIN 26-0335469 | Investment Management | $283,898 |
LAZARD ASSET MANAGEMENT3+ years Service code 28 · EIN 05-0530199 | Investment Management | $282,601 |
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $249,879 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,990 | $39,909+42.8% | $78,775-27.7% | $80,976-29.6% |
| Participation rate | 62.6% | 55.7%+6.8pp | 69.2%-6.6pp | 68.3%-5.7pp |
| Annual return | 8.19% | 23.47%-15.3pp | 35.62%-27.4pp | 22.91%-14.7pp |
| Employer contribution / active EE | $1,108 | $778+42.5% | $1,986-44.2% | $2,402-53.9% |
| Participant deferral / active EE | $1,956 | $1,359+43.9% | $2,958-33.9% | $3,848-49.2% |
| Admin fee / account holder | $94 | $50+89.5% | $5,132-98.2% | $67+39.6% |